"The 25% rally in global equities from last June seems to be driven by a growing conviction that th…

"What has been peculiar to the US is that consumer spending remained strong in the face of declinin…

"The reindustrialisation of America, if it occurs, will likely be bearish for US equities," writes …

His final note, which was published on May 17, caused quite a stir at the time as he perfectly arti…

But the more important factor seems to be the strong consensus that any weakness will be temporary,…

"My colleague, Adam Parker, doubts that margins will improve this year to the extent implied by con…

During the market volatility seen during October, the market's expectations for the Fed's first int…

There is also a risk that we continue to see investors lose faith in the ability of policy makers t…

He sent us this chart overlaying the forward price-earnings ratio of developed markets with the eco…

This illustrates that the size of the outflow from equities in the past five years doesn't explain …

"Consumer spending is around all-time highs as a share of U.S. GDP, while labour income is at multi…

"The point, however, is not that these are sectors of imminent stress," he writes. "The point is …

And in his latest weekly commentary, John Hussman of Hussman Funds cautioned on the quantity of thi…

Because the Fed is not driving the stock market - it is driving the fundamentals that are driving t…

"The Fed has a form starting a tightening cycle when wage growth picks up," Minack told Business In…

"Amidst difficult financial times, emotional instincts often drive investors to take actions that m…

This shorter term chart from David Bianco is interesting. It shows that after sharp market downturn…

"Now, I think it's a good environment," Dalio said. "We're long equities and we're holding tho…

"Consumer spending is around all-time highs as a share of U.S. GDP, while labour income is at multi…

Counterintuitively, stock prices have only been rising during these periods of reduced earnings exp…